When you reach retirement age, financial decisions become even more important as you are no longer generating income from ...

With the end of the year approaching, many Americans are considering a Roth IRA conversion to take advantage of certain tax benefits. Conversions during the 2024 second quarter rose 46% from the ...

There's more to think about than just tax rates With investment accounts about to end a very good year and current tax rates unlikely to change for a while, the case for paying taxes now to convert ...

FORT MYERS, FL, UNITED STATES, June 18, 2025 /EINPresswire.com/ -- OnPointe Software is revolutionizing Roth conversions with the launch of its Roth IRA Conversion ...

Rolling a traditional 401(k) into a Roth IRA triggers immediate taxes on the full conversion amount. Roth IRAs offer tax-free growth and withdrawals with no required minimum distributions during the ...

Nearly a quarter of U.S. households own a Roth IRA, yet they account for just 10% of the $13.6 trillion in total individual retirement arrangements assets, mostly funded by direct contributions. But ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

Americans angling for a tax-savvy retirement may have won more time to plan their strategy as election results come into focus. President-elect Donald Trump's White House win, along with Republican ...